ClientSuccess

Connect Baton to your ServiceNow instance to link, create, and keep tasks in sync with ServiceNow records — without switching tools. When your team works a project in Baton and…

Baton: Service Now Integration

Evan Leong

Krista Roberts

Find answers to your questions about our Baton product!

Baton

Learn how to create, edit, delete, and apply Task Tags in Baton to categorize project work for enhanced reporting and analysis.

Task Tags

Learn how to use the Baton Projects Page to view, filter, and customize project lists, plus create projects from templates.

Getting Started

Learn how to set up Baton project templates, including adding phases, milestones, tasks, assets, and default settings, and creating projects from a template.

Setting Up Your Templates

Best practices for building Baton templates: structuring phases, milestones, tasks, dependencies, and time estimates for timeline risk.

Template Best Practices

Understand how Baton's risk algorithm calculates projected project and task due dates using task status, time estimates, and dependencies.

Risk Algorithm + Projected Project & Task Due Dates

Understand the difference between phases, milestones, and tasks in Baton and how each relates to project plans, templates, and due dates.

Phases vs Milestones vs Tasks

Learn how to use the Baton Tasks view to see workload across projects, filter and group tasks, track time, and view team members' assigned tasks.

Tasks View

Overview of a project lifecycle in Baton: how to create a project from a template or CSV, plan and launch it, pause notifications, and complete it.

Life of a Project

Learn how to find your Baton workspace URL, log in with email and password, reset a forgotten password, or sign in with a magic link.

Finding Your Workspace and Logging In

Learn how to navigate the Baton Project List page, filter projects by role with saved filters, and customize column order across the workspace.

Project List Page

Learn how to use the Baton task activity log to add public or internal comments, @-mention teammates, and reply to comments from email notifications.

Task Activity Log

Learn how to search in Baton with cmd+K or ctrl+K to quickly jump to projects and tasks, plus filter task titles within a project list view.

Searching in Baton

Understand Baton Task Insights on the Project Overview page, with Due Next, Due Last, Problematic, Impactful, and Stuck task views for drill-down.

Project Overview / Task Insights

Learn how to use the View as Client option in Baton Project Actions to preview exactly what clients see, including hidden tasks and attachments.

View as a Client

Understand Baton Project Health, a stoplight status tracker with notes you can log per project and display in List View and Status Reports.

Project Health

Learn how to create and send a Baton project status report by email, customize the subject and summary, and route reports to a Slack channel.

Project Status Report

Learn how to enable client task management in Baton so clients can create and edit tasks, with workspace admin settings and per-project controls.

Client Task Management

Learn how to use Dateshift in Baton to move an entire project timeline or shift selected task dates forward or backward with the Schedule button.

Dateshift

Learn how to create and manage Baton custom fields, including dropdown, numeric, free text, date, and date formula types across templates and projects.

Baton Custom Fields

Learn how to create, delete, reorder, and filter project phases in Baton from Workspace Management settings, templates, and project views.

Flexible Phases

Learn how to track billable and non-billable time in Baton: estimated effort, tracking time on tasks, timesheets, defaults, and weekly reminder emails.

Time Tracking

Learn how to create Baton Sub Templates and apply multiple templates to new or existing projects, plus how Sub Templates differ from base templates.

Baton Sub Templates

Learn how to create task dependencies in Baton, read dependency icons, and configure Dependency Dateshift settings to auto-shift dependent task dates.

Task Dependency

Learn how to convert existing Baton projects into templates, then access, edit, duplicate, and manage templates from the Portfolio view.

Templates

Learn how to create and plan a project in Baton: add milestones, tasks, subtasks, checklists, attachments, dateshift, bulk edits, and invite your team.

Create and Plan a Project

Understand the Baton Data Bar on List and Kanban views, covering project status, due vs completed projects, contract values, and the Baton Score.

Data Bar

Learn how to mark a project complete or terminate it in Baton using the project status dropdown, plus related team email notifications.

Project Completion & Termination

Learn how to configure and report on Time to Launch (TTL) in Baton, including setting start and end dates at the template or project level.

Time to Launch (TTL)

Learn how to add, edit, delete, sort, and filter time entries on the Time Entries page under the Resources tab in Baton.

Time Entries

Learn how Baton Resource Planning shows weekly team member capacity, allocation, and time estimates to identify over or under-allocated resources.

Resource Planning

Learn how to upload a project plan to Baton via CSV using the standardized template, map columns, and resolve validation issues before import.

Uploading a Project Plan

Learn how to set a project baseline in Baton to snapshot your timeline, configure baseline capture preferences, and compare planned vs actual schedules.

Project Baseline

Understand how Baton calculates a project's projected completion date and classifies project and task risk as low, medium, or high.

Projected Due Date and Risk Updates

Learn how to archive, unarchive, view, and delete Baton projects to keep list and board views focused on active work while retaining history.

Archive Projects

Setting up user roles in Baton allows you to manage permissions and task assignments effectively across your workspace. Based on the documentation provided, here is a structured, step-by-step guide to…

Configuring and Managing User Roles in Baton

Understand how a Baton project merge works, including which tasks, milestones, and records move to the target, conflict rules, and what gets deleted.

Baton > Project Merge

Learn how to require client sign-off on tasks in Baton, what clients experience, and how sign-off status is tracked throughout a project.

Baton :: Client Sign-Off on Tasks

Using Baton

Learn how to build Baton Forms to collect kickoff documents, project data, and customer feedback, and add forms to templates and projects.

Getting Started with Forms

Forms

Learn how to use Client Presentation Mode in Baton to walk clients through a project in their view while still editing tasks, hiding internal details.

Client Presentation Mode

Understand the Baton Project View, covering overview, notes, task list, subtasks, attachments, bulk task upload, pausing, risk, and status reports.

Project View

Understand the Baton Board View kanban of projects by phase, with Quick View details, phase editing, filters, and projected completion and risk.

Baton - Board View

Learn how to use Baton List View to see all projects in one table, customize and freeze columns, filter and sort, open Quick View, and check My Tasks.

List View

Understand Baton's Timeline (Gantt) View to visualize project tasks, dependencies, and delays, drag and drop dates, and filter by team or status.

Timeline View

Learn how to use the Baton Data Dashboard to track project trends, contract value, and active project status, add cards, and share view-only links.

Data Dashboard

Learn how to create, apply, and manage Saved Filters in Baton to customize project views, set a default view, and rename or delete filter groups.

Saved Filters

Baton User Views

A client guide to Baton covering the Status Tracker, tasks, activity feed comments, attachments, Timeline view, team page, and milestone feedback.

Client View

For Your Customers

Learn how to change the Baton workspace currency under Admin Settings, Customization, Terminology to update the currency shown across projects.

Baton Workspace Currency

Learn how the V2 ClientSuccess Baton integration syncs customer records and vendor users, with ClientSuccess as the source for clients and logins.

ClientSuccess / Baton Integration (V2 - Customer & User Sync)

Configure working days and holidays in Baton so task duration, risk, and Dateshift calculations skip non-working days at workspace or project level.

Working Days

Learn how to manage the Baton Client Directory in Workspace Management, create client companies with logos, and merge duplicate client records.

Client Directory

Understand Baton admin permissions, including managing users, workspace info, integrations like Jira and Salesforce, and how to make a user an admin.

What Can Baton Admins Do?

Learn how to access Baton project settings to edit details, manage attachments, upload client logos, edit the project team, and view client feedback.

Project Settings and Reports

Learn how to create and manage Departments in Baton to group vendor users and tasks, assign members and tasks, and organize workload across projects.

Departments

Learn how to manage Baton profile settings, email notification preferences, workspace management, team members, data export, and email previews.

Profile & Account Settings

Baton Settings

Understand every Baton email notification: task reminders, project invitations, milestone feedback, summaries, and which alerts users can opt out of.

Baton - All Notifications

Notifications

Learn how to connect HubSpot to Baton to auto-import projects from deals, configure import rules, field mapping, template mapping, and link companies.

Hubspot Integration

Learn how to explore the Baton API using Postman by importing the Swagger file, setting baseUrl and apiKey variables, and configuring authorization.

Explore Baton's API with Postman

Learn how to connect Salesforce to Baton to auto-create projects from Opportunities, set import rules, sync fields both ways, and map templates.

Baton Salesforce Integration

Learn how to set up the Baton Jira Cloud integration to create Jira issues from Baton tasks, sync statuses two-way, and link tickets to projects.

Jira Cloud Integration

Integrations

Understand how risk visibility changed in Baton: High/Medium/Low risk details are hidden from client views while project managers keep risk tools.

Updates to Risk in Baton

Understand Baton template improvements: working-day based timelines, drag-and-drop task durations, and project previews by start or due date.

Template Improvements

Learn how to create a project in Baton with the updated setup flow: apply templates, add milestones and tasks, set details, and invite your team.

Project Create & Setup Flow

General

Learn how to generate HAR network logs and console logs in Chrome Developer Tools to help troubleshoot Baton issues and attach them to support tickets.

Generating Logs (Chrome)

Technical Support

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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